Core Insights - The article highlights the transition of China's manufacturing sector towards high-quality development, emphasizing the role of female leaders in driving this transformation [2][4] - The 2025 TAOTIE list showcases 50 outstanding female leaders who are pivotal in various key industries, including advanced manufacturing, new energy, biomedicine, technology services, and modern consumption [2][4] Group 1: Female Leadership Characteristics - The top three leaders, Dong Mingzhu, Wang Laichun, and Zhou Qunfei, exemplify essential leadership traits needed for industrial challenges: strategic vision, operational precision, and technological depth [5][6] - Dong Mingzhu represents "strategic decisiveness and problem-solving," pushing Gree Electric towards core technology R&D and green transformation [6] - Wang Laichun embodies "precision operation and systematic evolution," leading Luxshare Precision in complex system capabilities and efficient manufacturing [6] - Zhou Qunfei showcases "technological depth and long-termism," guiding Lens Technology in vertical integration from consumer electronics to smart automotive components [6] Group 2: Evolution of Female Leadership Roles - The list indicates a shift in female leadership from traditional management roles to innovation leaders and ecosystem builders, with over 40% of honorees directly involved in core technology advancements [7][8] - Notable figures like Guo Xinjie and Qiu Yujing are leading innovations in AI chips and automotive-grade chips, respectively, showcasing their deep involvement in technology selection and industry standards [7][8] Group 3: Cross-Industry Integration and Collaboration - Many honorees demonstrate exceptional resource integration and ecosystem connectivity, essential in today's converging industries [9][10] - Leaders like Meng Wanzhou and Xu Ran are noted for their ability to align financial strategies with global business expansion and drive strategic transformations within their companies [9][10] Group 4: Generational Transition in Leadership - The list reflects a clear generational transition, with established leaders like Dong Mingzhu and emerging entrepreneurs like Zong Fuli and Yang Tao, each contributing unique strengths to the industry [11] - This generational relay supports the continuous evolution of China's industry from catching up to leading in certain sectors [11] Group 5: Regional Economic Synergy - The geographical distribution of the honorees illustrates a close relationship between female leadership and local industrial clusters, with Shanghai and Guangdong being prominent regions for female executives [12][14] - Shanghai, with 17 honorees, is a hub for modern services and multinational companies, while Guangdong, with 12 honorees, focuses on manufacturing and global supply chain integration [14] Group 6: Value Assessment of Female Leadership - The evaluation criteria for the TAOTIE list emphasize three emerging value anchors: industry leadership and upgrade capability, cross-industry integration and ecosystem shaping, and sustainable growth and value inclusivity [18][19][20] - These leaders are evolving from mere corporate stewards to co-creators of industry value and promoters of business civilization [20]

Investment Rating - The report initiates coverage on Lens Technology (300433.SZ) with a "Buy" rating [4]. Core Insights - Lens Technology is positioned as a one-stop precision manufacturing solution provider for the global smart terminal industry, focusing primarily on mobile glass processing. The company is expected to benefit significantly from the upcoming launch of foldable iPhones in 2026, which could drive substantial revenue growth [4]. - The report forecasts Lens Technology's revenue for 2025, 2026, and 2027 to be approximately 90.66 billion, 112.84 billion, and 134.90 billion yuan, respectively, with year-on-year growth rates of 29.7%, 24.5%, and 19.6% [4]. - The anticipated launch of foldable iPhones is expected to fill a gap in the high-end smartphone market, as the demand for Pro versions of iPhones has been increasing significantly [4]. - The company is also expanding into the AI glasses sector, providing comprehensive production services for Rokid Glasses, which may offer a first-mover advantage in the smart glasses market [4]. - Lens Technology is diversifying its business by engaging in humanoid robotics, with plans to assemble the Lingxi X2 robot and participate in the development of key components [4]. Financial Data and Profit Forecast - Total revenue is projected to grow from 54.49 billion yuan in 2023 to 134.90 billion yuan in 2027, with a compound annual growth rate (CAGR) of approximately 19.6% [4]. - The net profit attributable to the parent company is expected to increase from 3.02 billion yuan in 2023 to 7.93 billion yuan in 2027, reflecting a CAGR of 18.3% [4]. - Earnings per share (EPS) are forecasted to rise from 0.57 yuan in 2023 to 1.59 yuan in 2027 [4]. - The report indicates a stable gross margin, projected at 16.1%, 15.9%, and 15.8% for the years 2025, 2026, and 2027, respectively [4]. Market Trends and Competitive Landscape - The global foldable smartphone market is expected to see significant growth, with an estimated 15.3 million units sold in 2024, and Lens Technology is well-positioned to capitalize on this trend with its manufacturing capabilities [4]. - The report highlights that the average selling price (ASP) of iPhones is significantly higher than that of competitors, suggesting that the introduction of a foldable iPhone could outperform market expectations due to brand premium [4]. - The increasing sales proportion of Pro versions of iPhones indicates a shift in consumer demand towards higher-end models, which could further enhance Lens Technology's market position [4].

关键假设：1）我们预测2025-2027 年公司总营收同比增速约为29.7%、24.5%、19.6%，其中，智能手机 与电脑类作为公司核心业务，2025-2027 年收入增速约为30.0%、25.5%、20.0%；2）公司凭借产品结构 优化、上游材料环节垂直整合及全球化产能布局降本等举措，公司毛利率将整体保持稳定。我们预测 2025-2027 年公司毛利率分别为16.1%、15.9%、15.8%。 催化剂：2026 年苹果及其他智能机品牌厂商推出折叠屏将对上游产业链产生显著推动。 风险提示：客户集中风险、iPhone 折叠屏手机推出存在不确定性、下游需求不及预期 首次覆盖蓝思科技（300433.SZ），给予"买入"评级。我们预计公司2025E/2026E/2027E营业收入分别为 906.57/1128.37/1349.03 亿元，同比增长29.7%/24.5%/19.6%；归母净利润分别为54.24/67.05/79.31 亿元， 同比增长49.7%/23.6%/18.3%，对应市盈率分别为26.2/21.2/17.9 倍。 业务介绍：蓝思科技是全球智能终端全产业链一站式精密制造解决方案服务商，公司主要聚焦 ...

"十五五"时期，推动高质量发展这一鲜明主题，对产业发展路径提出了清晰而深刻的要求，在这一战略 蓝图中，每一个产业节点的强化，都关乎产业现代化进程的安全韧性与升级动能。 就比如传感器。如果说AI是智能时代的"大脑"，那么传感器就是感知万物、连接虚实的"神经末梢"。基 础而关键的感知能力，构成了产业赖以发展的数据源头。 当"培育新质生产力"的时代潮流袭来，歌尔微再次成为先行者，以其在智能传感领域的全栈创新与生态 布局，成为推动新质生产力发展的关键力量。 从"跟跑"到"领跑" 近日，在青岛崂山区举行的2025全球独角兽企业500强大会上，歌尔微电子股份有限公司(以下简称"歌 尔微")成功入围2025年全球独角兽企业500强榜单，成为山东省唯一的代表，再次印证了其在先进制造 领域的顶尖水平。 站在"十五五"开局的关键节点，歌尔微的入围，意义远超企业自身。 实现产业化的高质量发展，最扎实的路径是高水平科技自立自强。近年来，歌尔微紧跟国家战略与时代 脉搏，在技术前端的研发触角已全面延伸至光学、压力等多元传感领域，并积极探索与人工智能、新型 材料的交叉融合。 继量产出业内最小尺寸的压力传感器之后，歌尔微在国内率先完成60米 ...

12月30日，蓝思科技（300433.SZ）机器人业务传出新进展，蓝思智能永安新园区启用后首批整机组装 机器人正式量产交付，此次交付机器人超600台。 蓝思科技相关人士表示，此次交付标志着蓝思科技已完成了从消费电子精密制造向机器人规模制造的产 能平移。 在此前的11月20日投资者交流会上，蓝思科技高管曾披露，公司的机器人产品涵盖机器人整机、核心关 节模组、灵巧手、铝镁合金/液态金属结构件等，主要客户已切入北美及国内多家头部机器人企业的供 应链，关节模组、灵巧手、结构件已批量交付，人形机器人、四足机器、人整机组装规模位居行业前 列。 机器人产能布局方面，蓝思科技将形成以长沙为核心、东南亚（越南、泰国）为支撑的机器人全球制造 布局，其中海外产能重点服务北美市场。 （文章来源：中国经营报） 《中国经营报》记者从知情人士处获悉，此次交付的600台整机组装机器人核心机型为智元灵犀X2。 截至此次交付，蓝思科技全年人形机器人出货超3000 台，四足机器狗出货突破1万台。 蓝思科技方面表示，规模化交付得益于浏阳永安基地新增产能的释放和自动化产线逐步投产。该基地设 计年产能可达1万台/套大型自动化设备及50万台具身智能机器人 ...

北京商报讯（记者 陶凤 王天逸）12月30日，针对投资者关于SpaceX相关提问，蓝思科技在互动平台回 复称，公司与北美大客户已有10年深度合作，是其一级核心供应商。公司凭借全面的材料技术、完整的 技术路线及从模组到整机的ODM能力，深度参与大客户智能座舱、人形机器人、商业航天等多项核心 业务。在商业航天方面，公司已批量出货卫星地面接收器外观件、结构件模组。凭借全球领先的超薄玻 璃后道加工技术，已自主研发厚度小于1mm的超薄光伏玻璃模组、大尺寸UTG柔性玻璃等，配合超高 难度的多重镀膜工艺，可满足抗原子氧剥蚀、抗辐射和热控制等太空光伏技术需求，目前已与相关客户 对接合作开发中。 ...

证券日报网讯12月30日，蓝思科技（300433）在互动平台回答投资者提问时表示，公司与北美大客户已 有10年深度合作，是其一级核心供应商。公司凭借全面的材料技术、完整的技术路线及从模组到整机的 ODM能力，深度参与大客户智能座舱、人形机器人、商业航天等多项核心业务。在商业航天方面，公 司已批量出货卫星地面接收器外观件、结构件模组。凭借全球领先的超薄玻璃后道加工技术，已自主研 发厚度小于1mm的超薄光伏玻璃模组、大尺寸UTG柔性玻璃等，配合超高难度的多重镀膜工艺，可满 足抗原子氧剥蚀、抗辐射和热控制等太空光伏技术需求，目前已与相关客户对接合作开发中。 ...

证券之星消息，12月30日消费电子板块较上一交易日上涨0.35%，奕东电子领涨。当日上证指数报收于 3965.12，下跌0.0%。深证成指报收于13604.07，上涨0.49%。消费电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301123 | 奕东电子 | 79.50 | 11.17% | 34.19万 | | 26.42亿 | | 300322 | 硕贝德 | 27.29 | 10.71% | 130.05万 | | 35.74亿 | | 603626 | 科森科技 | 19.53 | 10.03% | 93.20万 | | 17.61亿 | | 300115 | 长盈精密 | 45.13 | 9.49% | 181.63万 | | 79.40亿 | | 301486 | 致尚科技 | 126.00 | 6.66% | 12.81万 | | 16.32亿 | | 601231 | 环旭电子 | 31.01 | 5.76% | 66.90万 | | ...

同花顺果指数概念资金流入榜 资金面上看，今日同花顺果指数概念板块获主力资金净流入12.29亿元，其中，6股获主力资金净流入， 5股主力资金净流入超亿元，净流入资金居首的是领益智造，今日主力资金净流入3.76亿元，净流入资 金居前的还有立讯精密、蓝思科技、长盈精密等，主力资金分别净流入3.32亿元、2.59亿元、2.40亿 元。 资金流入比率方面，领益智造、蓝思科技、立讯精密等流入比率居前，主力资金净流入率分别为 7.36%、6.97%、5.74%。（数据宝） 截至12月30日收盘，果指数概念上涨1.64%，位居概念板块涨幅第4，板块内，8股上涨，长盈精密、蓝 思科技、蓝特光学等涨幅居前，分别上涨9.49%、4.07%、2.70%。跌幅居前的有东山精密、鹏鼎控股、 立讯精密等，分别下跌0.68%、0.27%、0.26%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 减速器 | 2.86 | 海南自贸区 | -4.06 | | 人形机器人 | 1.94 | 免税店 | -2.74 | | PEEK材料 | 1 ...

今日涨跌幅居前的概念板块 截至12月30日收盘，特斯拉概念上涨1.40%，位居概念板块涨幅第6，板块内，80股上涨，天铭科技30% 涨停，三花智控、模塑科技等涨停，硕贝德、骏创科技、长盈精密等涨幅居前，分别上涨10.71%、 9.61%、9.49%。跌幅居前的有超捷股份、创元科技、银邦股份等，分别下跌7.97%、7.33%、6.66%。 车 | 301186 | 超达装 | 1.00 | 1.27 | 39.12 | 0.86 | | --- | --- | --- | --- | --- | --- | | | 备 | | | | | | 002889 | 东方嘉 | 0.76 | 1.88 | 38.07 | 0.51 | | | 盛 | | | | | | 301339 | 通行宝 | 0.21 | 1.49 | 15.97 | 0.44 | | 688529 | 豪森智 | 1.32 | 0.80 | 2.55 | 0.10 | | | 能 | | | | | | 002623 | 亚玛顿 | -1.34 | 0.96 | -5.34 | -0.15 | | 301398 | 星源卓 | 1.36 | ...